Our Advisory Services & Investments

Lombard Securities is a full-service, independent broker-dealer committed to helping our clients successfully achieve their financial goals. Our experienced financial advisors offer a wide range of advisory services and investments to individuals and business owners including:

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Advisory Services:

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Personal Finance: Illustrations & Modeling (Software by Advisys)

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Portfolio Analysis and Investment Strategy Reviews

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Social Security (NSSA certified) and Retirement Income Planning

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Business Retirement Plans

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Individual Retirement Accounts

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529 College Saving Plans

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Fee-Based Advisory Accounts (offered via Lombard Advisory)

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Trust Services (offered via Independent Trust of America)

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Investments:

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Mutual Funds and Exchange-Traded Funds (research by Thomson Reuters and Standard & Poor's)

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Stocks & REIT's (research by Dorsey Wright, Standard & Poor's, Morningstar and Dow Theory)

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Municipal & Corporate Bonds

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FDIC-insured Certificates of Deposits

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Variable Annuities (offered via Lombard Agency)

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Fixed Annuities & Life Insurance (offered via National Brokerage Associates)
 

 

Please call us if you have any questions about our firm or the range of financial products and services we provide.